Associate, Investment Banking
$175k - $225kBank of Montreal
Application Deadline:
07/16/2026 Address:151 W 42nd Street Job Family Group:
Capital Mrkts Sales & Service Role Overview BMO Capital Markets is seeking a highly motivated Investment Banking Associate to join its Healthcare Investment Banking team in New York. The Associate will play a critical role in the execution of M&A, capital markets, and strategic advisory transactions across the healthcare sector, working closely with senior bankers and product partners on complex, high-impact mandates. The Healthcare group advises clients across healthcare services, health-tech and digital health, medical technology, and life sciences & biopharma, providing a full suite of M&A and financing solutions.
- Support the execution of buy-side and sell-side M&A, equity and debt financings, leveraged buyouts, and strategic advisory assignments within the healthcare sector
- Build and review detailed financial models, including operating models, valuation analyses (public comps, precedent transactions, DCF analysis), LBO models, and pro forma capitalization structures
- Prepare and coordinate client presentations, pitch books, management presentations, information memoranda, and board materials
- Draft and review transaction-related materials, including credit memos, committee materials, and diligence summaries, in coordination with capital markets and product partners
- Conduct in-depth industry, company, and financial analysis across healthcare subsectors such as healthcare services, health-tech, medical technology, and life sciences
- Manage execution workstreams, including due diligence coordination, data room management, and interaction with legal, accounting, and other advisors
- Mentor and review work product of Analysts, ensuring accuracy, consistency, and high-quality output
- Work closely with senior bankers to support client coverage, idea generation, and ongoing relationship management
- 2-5 years of experience in investment banking or a closely related field with significant financial analysis and transaction exposure.
- An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
- Strong financial modeling and valuation skills, including experience with M&A and leveraged finance structures
- Demonstrated interest in and understanding of the healthcare industry; prior healthcare experience is a plus
- Excellent analytical, quantitative, and problem-solving skills
- Ability to manage multiple workstreams under tight deadlines in a fast-paced environment
- Strong written and verbal communication skills, with the ability to present clearly to senior bankers and clients
- High attention to detail, strong work ethic, and a collaborative, team-oriented mindset
Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to View email address on click.appcast.io and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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